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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,273 | $71,873+171.7% | $86,698+125.2% | $68,490+185.1% |
| Participation rate | 88.1% | 72.2%+15.9pp | 76.6%+11.5pp | 67.9%+20.2pp |
| Annual return | 33.54% | 3.54%+30.0pp | 35.96%-2.4pp | -7.85%+41.4pp |
| Employer contribution / active EE | $14,148 | $2,173+551.0% | $2,837+398.7% | $2,597+444.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,512 | $6,110+22.9% | $7,492+0.3% | $5,403+39.0% |